Tounjian Advisory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Tounjian Advisory Partners’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$135K	Sell	180 -1,812	-91%	-$1.32M	0.06%	150
2026 Q1	$1.3M	Sell	1,992 -4	-0.2%	-$2.73K	0.47%	82
2025 Q4	$1.37M	Buy	1,996 +4	+0.2%	+$2.72K	0.46%	73
2025 Q3	$1.33M	Sell	1,992 -4,654	-70%	-$3M	0.45%	74
2025 Q2	$3.73M	Sell	6,646 -16	-0.2%	-$9.19K	0.72%	35
2025 Q1	$3.74M	Buy	+6,662	New	+$3.93M	0.7%	37

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Tounjian Advisory Partners's IVV Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 91% in Q2 2026, selling an estimated $1.32M and leaving 180 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #150.

Tounjian Advisory Partners first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.74M in Q1 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Tounjian Advisory Partners held 180 shares of iShares Core S&P 500 ETF worth $135K as of Q2 2026.
Tounjian Advisory Partners sold 1,812 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.32M.
iShares Core S&P 500 ETF made up 0.06% of Tounjian Advisory Partners's portfolio in Q2 2026, its #150 holding.
Tounjian Advisory Partners first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Tounjian Advisory Partners's iShares Core S&P 500 ETF position peaked at $3.74M in Q1 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.